Secure your financial future

Your local Cardiff Investment Managers

Build a trusted, personal relationship between you and your local Investment Manager - so we can support you to create a more secure financial future.

Request a call back Meet the team

What we offer

We support a wide range of clients with investment management services in Cardiff.

Bespoke Investment Service

Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you don't miss out on opportunities or are exposed to unnecessary risks.

  • We'll construct a bespoke portfolio based on your circumstances and investment objectives.
  • You’ll have direct contact with your Investment Manager, so you can speak to the person responsible for your portfolio.
  • Enjoy the peace of mind knowing your investments are being continuously monitored and adjusted.
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Working with Financial Advisers

We work for you so that you can work better for your clients, by providing a wide range of investment services to support you to be able to focus on what you do best - managing your client's holistic financial plan.

  • Helping you free up your time to focus on your client by letting us take care of your clients investment portfolios.
  • We cater for a wide range of investment needs, offering truly bespoke to centrally managed portfolios.
  • Supporting you with the evolving regulatory challenges and any risks or opportunities that arise.
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Working with Professionals

We seek to build a trusted relationship with Solicitors, Accountants, Consultants and Trustees to build a collective circle of advice to help your client’s devise a more secure financial future.

  • Matching you with the right advisers to build the most appropriate team around your client.
  • We’ll shape and manage a bespoke financial plan and investment portfolio for your client, giving them financial peace of mind.
  • Helping you stay informed with market commentary, personal finance guidance and thought leadership on key financial matters.
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Latest insights

Article
Charles Stanley’s Harry Bell and Freddy Barker recognised as PAM NextGen Leaders
By Charles Stanley
14 May 2024 | 2 min read
Article
Charles Stanley wins 'Best SIPP Provider' at 2024 COLWMA awards
By Charles Stanley
13 May 2024 | 1 min read
Article
Celebrating National Apprenticeship Week
By Charles Stanley
06 Feb 2024 | 2 min read
Article
Charles Stanley announces two senior hires
By Charles Stanley
24 Jan 2024 | 3 min read

About the Cardiff team

Established in 2014, our team of Investment Managers are here to help you gain a better understanding of your current financial situation and the options available to you. We seek to cultivate long-lasting relationships with our clients, offering them a truly personalised service; with many of our clients being with us for many, many years.

Where to find us

We are always happy to welcome you to the Cardiff office.

7/8 Park Place
Cardiff
CF10 3DP
Get directions

Meet the team

Request a call back

Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert in Cardiff.

0292 167 0330 (Open Mon-Fri, 9am-5pm)

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